Tax Manager, Core Tax Services - Corporate/ASC 740 Focus

BDO USA • Costa Mesa, CA

6d • $90,000 - $150,000

About The Position

The Tax Manager, Core Tax Services advises clients on the tax implications of their business objectives, evaluates alternative actions to reduce tax burden and compliance costs, and identifies ways to comply with tax regulations. The role serves as the primary client contact for complex tax issues, identifies potential risks and tax policy changes, and may provide written tax advice. The Manager also contributes to marketing, networking, and business development within areas of expertise.

The role oversees tax compliance and tax return review, tax research, ASC 740 income tax provisions and uncertain tax positions, tax consulting, and client service delivery. It plans engagements, including budgeting and staffing, monitors time and billing, manages client relationships and expectations, and coordinates with Assurance and relevant firm specialists. The Manager develops specialized tax expertise, recommends strategies to improve client outcomes, and may organize internal CPE training.

The position supervises and develops associates and senior associates by reviewing their work, providing feedback, training them on software tools, advising on career development, and managing workloads. The role requires a bachelor’s degree and a relevant professional credential, at least five years of relevant experience, prior supervisory experience, and strong tax, communication, analytical, research, delegation, and client relationship skills.

Requirements

• Bachelor’s degree required.
• Five or more years of relevant tax, public accounting, private industry accounting, consulting, or professional services experience required.
• Prior supervisory experience required.
• CPA certification, admission as an attorney in a U.S. jurisdiction, IRS Enrolled Agent designation, or equivalent required.
• Superior verbal and written communication skills.
• Ability to delegate work effectively.
• Strong analytical, research, critical-thinking, and decision-making skills.
• Ability to work effectively in a team environment and develop and manage a team of tax professionals.
• Ability to compose written tax advice and maintain client relationships effectively.
• Executive presence and ability to serve as the primary client contact for presenting issues and resolutions.
• Ability to apply professional judgment when validating AI-generated work products for accuracy, quality, and compliance.

Nice To Haves

• Major in Accounting, Finance, Economics, or Statistics.
• Master’s degree in Accountancy or Taxation.
• Industry expertise in one or more tax specialties.
• Other professional degrees or certifications applicable to the role.
• Proficiency with Microsoft Office Suite.
• Experience with tax research databases and tax compliance process software.

Responsibilities

• Advise clients on tax implications of business objectives and recommend actions to reduce tax burden and compliance costs.
• Serve as the primary client contact for complex tax issues and provide timely advice, including written tax advice when needed.
• Ensure clients meet applicable tax requirements while minimizing tax and reporting burdens, and ensure teams follow firm policies and the BDO Tax Quality Manual.
• Conduct top-level tax return reviews and resolve tax issues with clients, involving specialists when appropriate.
• Plan and review tax engagement processes, including budgets, staffing, monitoring time against budget, timely billing, management of out-of-scope work, and accounts receivable collection.
• Manage client relationships and expectations in accordance with project requirements.
• Identify research needs, frame issues, communicate analysis, and apply applicable firm and professional standards in preparing written tax advice and tax returns.
• Apply ASC 740, FAS 109, and FIN 48 requirements and firm policies; explain income tax provisions and uncertain tax positions to clients.
• Coordinate with Assurance counterparts to plan and deliver tax accrual reviews, including budgets, scope, and delivery dates.
• Use and manage STS resources as needed, and consider consulting specialties for client engagements.
• Develop and implement effective tax consulting methods and project work plans; serve as a technical resource and provide exam support.
• Delegate work effectively to senior staff and associates and ensure compliance with firm policies for written tax advice.
• Develop specialized technical and practical knowledge of one or more tax areas and, when required, organize and conduct internal CPE training.
• Develop strategies and alternative courses of action to improve client or firm outcomes, reduce taxes or expenses, and identify process improvements from prior projects.
• Supervise associates and senior associates, review their work, and provide review comments.
• Train associates and senior associates to use current software tools, serve as their career advisor, manage their workloads, and provide written and verbal performance feedback.
• Perform other duties as required.

Benefits

• Employee Stock Ownership Plan (ESOP) beneficial ownership and participation in the firm’s success.
• Comprehensive compensation and Total Rewards benefits offerings; eligibility requirements may apply.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager